See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,855 | $94,625-72.7% | $116,228-77.8% | $84,808-69.5% |
| Participation rate | 89.7% | 70.4%+19.3pp | 74.6%+15.2pp | 68.3%+21.4pp |
| Annual return | 17.26% | 20.40%-3.1pp | 90.06%-72.8pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,720 | $2,347+15.9% | $2,994-9.2% | $2,631+3.4% |
| Participant deferral / active EE | $2,907 | $3,972-26.8% | $4,953-41.3% | $4,212-31.0% |
| Admin fee / account holder | $1,528 | $10,091-84.9% | $11,989-87.3% | $7,344-79.2% |